DUCOMMUN INC /DE/
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Diamond Hill Capital's Q2 2026 investor letter reported a 24.01% return, outperforming the Russell 2000. Ducommun Inc. (DCO) was a top contributor, benefiting from defense spending and commercial aerospace rebound. DCO's shares fell 17.80% last month but rose 81.24% over 52 weeks, closing at $165.60 on September 2, 2026. The company has a market cap of $2.55 billion.
Cadre (CDRE) is down 8.4% since its Q2 results. RTX (RTX) reported $24.71B revenue, up 14.5% YoY, beating estimates, and raised its full-year EPS guidance. Its stock is up 13.6%. Ducommun (DCO) reported $224.5M revenue, up 11.8% YoY, also beating estimates. Its stock is up 4.3%. The market has shifted focus from AI to geopolitics and back to fundamentals.
Ducommun (DCO) will present its 5-year growth plan, Vision 2032, at a Sept. 17 investor conference. CEO Stephen Oswald highlighted focus areas for growth, investment, and capital allocation. Shares were down 3.6% at $193.03, with a market cap of $2.9 billion. The company will also update its current Vision 2027 plan.
Over the past 7 days, alphai's AI scored 1 news story mentioning DCO (DUCOMMUN INC /DE/). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent DCO coverage spans earnings, financial news and insider activity.
In the last 30 days, DCO insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.7M). The most active reporter was Oswald Stephen G, Chairman, President & CEO, with 2 filings.
The contract-driven revenue boost could lift earnings and support the stock price.
Earnings beat may lift the stock modestly.
Short‑term price pressure as investors assess the strategic plan.
Insider sale may signal reduced confidence from top management, potentially pressuring the stock short-term.
Growth tied to single-aisle aircraft programs (Boeing 737 MAX, Airbus A320) supports continued order and revenue momentum.
alphai scores every news story that mentions DCO with an AI model for sentiment and relevance, and aggregates insider trades from DUCOMMUN INC /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Diamond Hill Capital's Q2 2026 investor letter reported a 24.01% return, outperforming the Russell 2000. Ducommun Inc. (DCO) was a top contributor, benefiting from defense spending and commercial aerospace rebound. DCO's shares fell 17.80% last month but rose 81.24% over 52 weeks, closing at $165.60 on September 2, 2026. The company has a market cap of $2.55 billion.
2 min readCadre (CDRE) is down 8.4% since its Q2 results. RTX (RTX) reported $24.71B revenue, up 14.5% YoY, beating estimates, and raised its full-year EPS guidance. Its stock is up 13.6%. Ducommun (DCO) reported $224.5M revenue, up 11.8% YoY, also beating estimates. Its stock is up 4.3%. The market has shifted focus from AI to geopolitics and back to fundamentals.
3 min readDucommun (DCO) will present its 5-year growth plan, Vision 2032, at a Sept. 17 investor conference. CEO Stephen Oswald highlighted focus areas for growth, investment, and capital allocation. Shares were down 3.6% at $193.03, with a market cap of $2.9 billion. The company will also update its current Vision 2027 plan.
1 min readOswald Stephen G (Chairman, President & CEO) sold 2,500 shares of DUCOMMUN INC /DE/ (DCO) at $203.95 ($0.51M total) on 2026-08-18.
1 min readKarman Holdings (NYSE: KRMN) raised its FY2026 revenue outlook to $730M-$745M after Q2 revenue rose 58% to $182M, beating expectations. The article also summarizes earnings for TTM Technologies (TTMI), Viant Technology (DSP), Ducommun (DCO), Indie Semiconductor (INDI), and Clean Energy Fuels (CLNE), citing revenue and guidance figures.
7 min readOswald Stephen G (Chairman, President & CEO) sold 5,766 shares of DUCOMMUN INC /DE/ (DCO) at $201.15 ($1.16M total) on 2026-08-12.
2 min readDucommun Incorporated (NYSE:DCO) shares were up 104% year-to-date as of Aug. 7, driven by commercial aerospace ramp-ups (737 MAX, A320) and defense gains (PAC-3, SM-6). On Aug. 6, it reported Q2 FY2026 net revenue of $224.5M (+12%), record 28% gross margin, adjusted net income $18.4M (+35%), and EPS $1.18 vs $0.98 estimates. Remaining performance obligations were $1.2B. Investors await an Sept. 17 Investor Day.
6 min readDucommun (DCO) reported Q2 revenue of $224.5M, above estimates of $215.3M, and adjusted EPS of $1.18 vs $0.98. CEO Stephen Oswald cited VISION 2027 execution, including 68% missile-related sales growth and 737 MAX aftermarket retrofit orders. Management also discussed engineered product mix, defense prime partnerships, and evaluating larger M&A deals.
7 min readDucommun (DCO) Q2 outlook cites missile production ramp tied to new multi-year framework agreements with defense primes, continued engineered product growth to improve margins, and commercial aerospace recovery supported by higher OEM build rates and easing supply constraints, offset by lingering destocking and order timing. The stock is cited around $201.44.
5 min readDucommun (NYSE:DCO) reported Q2 adjusted EBITDA of $38.4M (17.1% of revenue) versus $31.7M a year earlier. GAAP net income rose to $20.4M ($1.31/share). Defense revenue was $124M, up to missile growth, and remaining performance obligations hit a record $1.16B. Commercial aerospace revenue rose to $89M. CFO cited a one-time compensation clawback.
6 min read
